Now select where in the document you want to insert the corresponding data and click the tag button (for example, First Name). To do this, click the Merge Tags button from the sidebar. Step 5: Customizing The Mail MergeĪs this is a “mail merge” and not just a mass mail, you can do things like add the first names of the receiving party on the top or anywhere in the document you like. Of course, you’re free to change the details if you like. It already knows which are the header rows, which are the headings and more importantly, which row contains the email. You’ll see a sidebar pop up with your spreadsheet data analyzed and processed. Now, from the picker, select the spreadsheet we created in step 1. This will trigger a popup explaining the steps you need to take before you can send the email. Once the email body is ready, go to Add-ons -> Merge by MailChimp -> Send email. Inserting charts, images, and other multimedia is also pretty easy. Google Docs has a lot of templates and add-ons to create attractive page layouts. This is where you do what you’ve gotta do. Download the add-on and wait for a couple of seconds for it to install. Go to /Docs, create a new document, give it the name you want, head to Add-ons -> Get add-ons, and search for Merge by MailChimp. Step 2: Install Merge By MailChimp Add-on Once that is done, close the tab and let’s get working on the actual email. You can put in fields like Address or anything else related to your work. Start out with First Name, Last Name, and Email. Step 1: Create A Spreadsheet With Recipient Detailsīefore we get started, head out to /Sheets, create a new spreadsheet and put in the details for your recipients in properly labeled rows. The add-on comes from MailChimp, one of the best and easiest email newsletter services out there. It works as an add-on to Google Docs (sorry MS Office folks, but maybe it’s time to consider Google Drive’s online/offline productivity suite). Which is why I’m glad to tell you about an alternative that’s intuitive, easy to use, and that actually works. There’s no reason why mail merge shouldn’t be a part of your workflow/business life, but there are better ways to handle it outside of the MS Office universe. It’s better than just sending a mass email with no personal salutations, and for some people, setting up a newsletter for just one mass email might not be worth it. As much as I dislike MS Office’s implementation of mail merge, I do get its appeal. We do not store your contacts or files in our servers. will never share, rent, or sell your data. Notice the columns with green headers getting filled with mail merge data including the URL of the generated documents. Click the Generate button and select your mail merge scheduling options.ġ3. Set filter to mail merge only certain rows of the spreadsheet.ġ2. Click on the Tags Mapping tab and verify that all your tags have the green check.ġ1. Select “Send documents as PDF attachment” if you need to attach a document created via Document Merge into your Mail Merge.ġ0. Create or select an email template from the library.ĩ. For Document Merge, link to your template by the Google Docs or Sheets URL.Ĩ. Select “Document Merge” or “Mail Merge,” or bothĦ. Click on Add-ons>G Merge Plus: Mail & Doc Merge with Attachments>Startĥ. Create your data source in Google Sheets.Ĥ. Use markers with double curly brackets. Compliant with Google’s User Data Policy. Together with its document merge feature, G Merge Plus is a better solution than Form Mule, Autocrat, or Mail Merge! G Merge Plus is the best alternative to other mail merge add-ons in the market (Yet Another Mail Merge, GMass, Mixmax). Includes Email tracking & templates library Mail merge & document merge with attachments.
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